SUVRETTA CAPITAL MANAGEMENT, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$3.9T
Holdings
92
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (92 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 800,000 | $532.9B | 13.64% | Put |
| 2 | ARQTARCUTIS BIOTHERAPEUTICS INC | 10,478,000 | $197.5B | 5.06% | |
| 3 | BNTCBENITEC BIOPHARMA INC | 9,876,506 | $138.6B | 3.55% | |
| 4 | METAMETA PLATFORMS INC | 170,973 | $125.6B | 3.21% | |
| 5 | LEGNLEGEND BIOTECH CORP | 3,818,009 | $124.5B | 3.19% | |
| 6 | ETNBGBP89BIO INC | 8,280,000 | $121.7B | 3.12% | |
| 7 | IMTXIMMATICS N.V | 12,030,129 | $102.5B | 2.62% | |
| 8 | KOCOCA COLA CO | 1,455,080 | $96.5B | 2.47% | |
| 9 | GEGE AEROSPACE | 310,262 | $93.3B | 2.39% | |
| 10 | NVDANVIDIA CORPORATION | 483,535 | $90.2B | 2.31% | |
| 11 | EYPTEYEPOINT PHARMACEUTICALS INC | 6,192,715 | $88.2B | 2.26% | |
| 12 | BHVNBIOHAVEN LTD | 5,620,271 | $84.4B | 2.16% | |
| 13 | MLYSMINERALYS THERAPEUTICS INC | 2,132,133 | $80.9B | 2.07% | |
| 14 | HDHOME DEPOT INC | 197,311 | $79.9B | 2.05% | |
| 15 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 277,201 | $77.4B | 1.98% | |
| 16 | KURAKURA ONCOLOGY INC | 8,116,000 | $71.8B | 1.84% | |
| 17 | FERGFERGUSON ENTERPRISES INC | 306,260 | $68.8B | 1.76% | |
| 18 | AVBPARRIVENT BIOPHARMA INC | 3,703,452 | $68.3B | 1.75% | |
| 19 | KDPKEURIG DR PEPPER INC | 2,570,000 | $65.6B | 1.68% | Call |
| 20 | APLSAPELLIS PHARMACEUTICALS INC | 2,878,000 | $65.1B | 1.67% | |
| 21 | AMDADVANCED MICRO DEVICES INC | 398,799 | $64.5B | 1.65% | |
| 22 | ORCLORACLE CORP | 226,318 | $63.6B | 1.63% | |
| 23 | RAREULTRAGENYX PHARMACEUTICAL IN | 2,019,000 | $60.7B | 1.55% | |
| 24 | BACBANK AMERICA CORP | 1,160,330 | $59.9B | 1.53% | |
| 25 | KALVKALVISTA PHARMACEUTICALS INC | 4,768,712 | $58.1B | 1.49% | |
| 26 | APOAPOLLO GLOBAL MGMT INC | 431,260 | $57.5B | 1.47% | |
| 27 | MSFTMICROSOFT CORP | 109,455 | $56.7B | 1.45% | |
| 28 | PVLAPALVELLA THERAPEUTICS INC NE | 822,400 | $51.6B | 1.32% | |
| 29 | COFCAPITAL ONE FINL CORP | 238,770 | $50.8B | 1.30% | |
| 30 | DHRDANAHER CORPORATION | 255,800 | $50.7B | 1.30% | |
| 31 | RCUSARCUS BIOSCIENCES INC | 3,688,858 | $50.2B | 1.28% | |
| 32 | XBISPDR SERIES TRUST | 500,000 | $50.1B | 1.28% | Put |
| 33 | FULCFULCRUM THERAPEUTICS INC | 5,381,000 | $49.5B | 1.27% | |
| 34 | CMPXCOMPASS THERAPEUTICS INC | 14,101,159 | $49.4B | 1.26% | |
| 35 | AMZNAMAZON COM INC | 218,547 | $48.0B | 1.23% | |
| 36 | TSLATESLA INC | 91,252 | $40.6B | 1.04% | |
| 37 | BSXBOSTON SCIENTIFIC CORP | 353,561 | $34.5B | 0.88% | |
| 38 | MSOSADVISORSHARES TR | 7,167,000 | $34.3B | 0.88% | |
| 39 | UNHUNITEDHEALTH GROUP INC | 96,220 | $33.2B | 0.85% | |
| 40 | RNAAVIDITY BIOSCIENCES INC | 750,000 | $32.7B | 0.84% | |
| 41 | ERASERASCA INC | 14,502,004 | $31.6B | 0.81% | |
| 42 | IM8NINSMED INC | 217,783 | $31.4B | 0.80% | |
| 43 | PROKPROKIDNEY CORP | 12,341,266 | $29.9B | 0.76% | |
| 44 | CRMSALESFORCE INC | 125,250 | $29.7B | 0.76% | |
| 45 | DKSDICKS SPORTING GOODS INC | 128,290 | $28.5B | 0.73% | |
| 46 | AURAAURA BIOSCIENCES INC | 4,372,884 | $27.0B | 0.69% | |
| 47 | GLUEMONTE ROSA THERAPEUTICS INC | 3,360,000 | $24.9B | 0.64% | |
| 48 | JNJJOHNSON & JOHNSON | 132,786 | $24.6B | 0.63% | |
| 49 | ZURAZURA BIO LTD | 5,472,891 | $23.7B | 0.61% | |
| 50 | BIIBBIOGEN INC | 168,190 | $23.6B | 0.60% | |
| 51 | MRVLMARVELL TECHNOLOGY INC | 272,300 | $22.9B | 0.59% | |
| 52 | NOWSERVICENOW INC | 22,000 | $20.2B | 0.52% | |
| 53 | CTNMCONTINEUM THERAPEUTICS INC | 1,720,000 | $20.2B | 0.52% | |
| 54 | SNOWSNOWFLAKE INC | 89,200 | $20.1B | 0.51% | |
| 55 | GSGOLDMAN SACHS GROUP INC | 24,108 | $19.2B | 0.49% | |
| 56 | MRKMERCK & CO INC | 219,178 | $18.4B | 0.47% | |
| 57 | PINSPINTEREST INC | 497,185 | $16.0B | 0.41% | |
| 58 | ABEOABEONA THERAPEUTICS INC | 2,676,000 | $14.1B | 0.36% | |
| 59 | RCKTROCKET PHARMACEUTICALS INC | 3,843,333 | $12.5B | 0.32% | |
| 60 | REGNREGENERON PHARMACEUTICALS | 17,730 | $10.0B | 0.26% | |
| 61 | IFRXINFLARX NV | 6,483,910 | $8.7B | 0.22% | |
| 62 | MOLNMOLECULAR PARTNERS AG | 2,221,494 | $8.2B | 0.21% | |
| 63 | WHWKWHITEHAWK THERAPEUTICS INC | 3,700,000 | $7.0B | 0.18% | |
| 64 | ABTABBOTT LABS | 51,020 | $6.8B | 0.17% | |
| 65 | TMOTHERMO FISHER SCIENTIFIC INC | 13,400 | $6.5B | 0.17% | |
| 66 | STROSUTRO BIOPHARMA INC | 6,488,324 | $5.6B | 0.14% | |
| 67 | EXASEXACT SCIENCES CORP | 94,100 | $5.1B | 0.13% | |
| 68 | ELANELANCO ANIMAL HEALTH INC | 253,600 | $5.1B | 0.13% | |
| 69 | ABGCENCORA INC | 12,488 | $3.9B | 0.10% | |
| 70 | UTHUNITED THERAPEUTICS CORP DEL | 7,500 | $3.1B | 0.08% | |
| 71 | KZRKEZAR LIFE SCIENCES INC | 716,759 | $2.8B | 0.07% | |
| 72 | MTDMETTLER TOLEDO INTERNATIONAL | 1,964 | $2.4B | 0.06% | |
| 73 | MDTMEDTRONIC PLC | 25,060 | $2.4B | 0.06% | |
| 74 | ISRGINTUITIVE SURGICAL INC | 5,200 | $2.3B | 0.06% | |
| 75 | SYKSTRYKER CORPORATION | 5,860 | $2.2B | 0.06% | |
| 76 | DC4DEXCOM INC | 31,680 | $2.1B | 0.05% | |
| 77 | NTRANATERA INC | 10,100 | $1.6B | 0.04% | |
| 78 | MCKMCKESSON CORP | 1,830 | $1.4B | 0.04% | |
| 79 | IQVIQVIA HLDGS INC | 7,175 | $1.4B | 0.03% | |
| 80 | HCAHCA HEALTHCARE INC | 3,190 | $1.4B | 0.03% | |
| 81 | GLPGGALAPAGOS NV | 37,111 | $1.3B | 0.03% | |
| 82 | WATWATERS CORP | 3,150 | $944.4M | 0.02% | |
| 83 | AVTRAVANTOR INC | 71,850 | $896.7M | 0.02% | |
| 84 | EWEDWARDS LIFESCIENCES CORP | 11,100 | $863.2M | 0.02% | |
| 85 | ISIIONIS PHARMACEUTICALS INC | 10,800 | $706.5M | 0.02% | |
| 86 | RMERESMED INC | 2,390 | $654.2M | 0.02% | |
| 87 | AG8AGILENT TECHNOLOGIES INC | 4,990 | $640.5M | 0.02% | |
| 88 | VLTOVERALTO CORP | 5,475 | $583.7M | 0.01% | |
| 89 | STESTERIS PLC | 1,530 | $378.6M | 0.01% | |
| 90 | SRPTSAREPTA THERAPEUTICS INC | 17,888 | $344.7M | 0.01% | |
| 91 | ZBHZIMMER BIOMET HOLDINGS INC | 3,260 | $321.1M | 0.01% | |
| 92 | PACSPACS GROUP INC | 20,000 | $274.6M | 0.01% |